Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Log in
  • Home
  • ClientTrack
  • ClientTrack Admin Guide

Configurations Not Copied During a Sync

Configuration Syncs

Written by April Lockett

Updated at September 27th, 2023

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • ClientTrack
    ClientTrack Admin Guide HMIS Refugee Resettlement Co-Responder Reports Configuration Guides Design Rights Training Resources
+ More

For all of the following items, none of the configuration objects are removed/replaced from the Destination environment during a Sync.

Client Data

Transactional Data including Services, Assessments, Client Files, Family Members, and all other data related to specific Clients.

Setup Data including Organizations, Programs/Projects, Service Codes, Grants/Funding Sources, Housing Facilities, Providers, Employers, Document Checklists, Items, Evaluation Codes, and Surveys (if applicable). See Configurations that Conditionally Sync for Setup Data Code Lists (not Evaluation Codes).

  • If the setup data is not consistent between the Source and Destination environment it will prohibit effective end-to-end testing. Following strict adherence to the setup data creation in Source and then Destination will guarantee the configuration behaviors in the Source environment will persist ahead of the sync process to the Destination.

Issues from Issue Tracking

Data Explorer Questions

Organizational News

User Accounts

Series, Events, and Occurrences

Other System Codes (Financial/Country Codes)

synced configs unsynced configs

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Client Security Model Basics
  • Adding a New Grant
  • Configuration Syncs
  • Giving a Security Organization User Access
ecco_hzt_RGB - amber_white_white, tagline
2150 W. Parkway Blvd, Suite A-101
Salt Lake City, UT 84119
Facebook-f Twitter Linkedin Instagram Youtube
© 2023 All Rights Reserved

Features

  • Reporting & Analytics
  • Case Management
  • Design Tools
  • Custom Workflows

Solutions

  • Homeless Management
  • Victim Services Providers
  • Refugee Resettlement
  • Food and Nutrition
  • Care Coordination
  • Whole Person Care

System

  • System Status and Maintenance

About Us

  • Eccovia's Story
  • Careers
  • Our Leadership

Social

  • Blog
  • Contact Us
  • News
  • Schedule Demo

Subscribe To Our Newsletter


Knowledge Base Software powered by Helpjuice

Expand